Purchases and Sales Made in Q4 2023 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q4 2023. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
325+ 17.24% |
$44.1K - $55.3K
|
2.21K
$638K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
324+ 1.12% |
$44K - $55.2K
|
29.1K
$8.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
324+ 3.22% |
$44K - $55.2K
|
10.4K
$3M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
322+ 13.46% |
$43.7K - $54.8K
|
2.72K
$784K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
320+ 0.71% |
$43.4K - $54.5K
|
45.4K
$13.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
320+ 13.62% |
$43.4K - $54.5K
|
2.67K
$771K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
319+ 8.7% |
$43.3K - $54.3K
|
3.99K
$1.15M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
318+ 1.25% |
$43.1K - $54.2K
|
25.8K
$7.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
318+ 5.35% |
$43.1K - $54.2K
|
6.26K
$1.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
317+ 5.73% |
$43K - $54K
|
5.85K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
316+ 1.33% |
$42.9K - $53.8K
|
24K
$6.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
315+ 9.92% |
$42.7K - $53.6K
|
3.49K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
315+ 7.39% |
$42.7K - $53.6K
|
4.58K
$1.32M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
315+ 0.84% |
$42.7K - $53.6K
|
38K
$11M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
314+ 3.67% |
$42.6K - $53.5K
|
8.87K
$2.56M
|
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
313+ 11.93% |
$42.5K - $53.3K
|
2.94K
$848K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
312New |
$42.3K - $53.1K
|
312
$90.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
311+ 19.67% |
$42.2K - $53K
|
1.89K
$546K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
311+ 0.93% |
$42.2K - $53K
|
33.9K
$9.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
310+ 0.53% |
$42.1K - $52.8K
|
59K
$17M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
309+ 9.24% |
$41.9K - $52.6K
|
3.65K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
309+ 1.46% |
$41.9K - $52.6K
|
21.5K
$6.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
309+ 6.76% |
$41.9K - $52.6K
|
4.88K
$1.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
306+ 6.9% |
$41.5K - $52.1K
|
4.74K
$1.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
306+ 0.76% |
$41.5K - $52.1K
|
40.8K
$11.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
304+ 15.49% |
$41.2K - $51.8K
|
2.27K
$654K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
304+ 8.34% |
$41.2K - $51.8K
|
3.95K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
303+ 9.44% |
$41.1K - $51.6K
|
3.51K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
302New |
$41K - $51.4K
|
302
$87.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
301+ 2.64% |
$40.8K - $51.3K
|
11.7K
$3.38M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
300+ 1.18% |
$40.7K - $51.1K
|
25.6K
$7.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
300+ 19.0% |
$40.7K - $51.1K
|
1.88K
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
300+ 10.0% |
$40.7K - $51.1K
|
3.3K
$953K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
299+ 2.63% |
$40.6K - $50.9K
|
11.7K
$3.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
298+ 2.01% |
$40.4K - $50.7K
|
15.1K
$4.36M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
296+ 1.06% |
$40.2K - $50.4K
|
28.1K
$8.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
295+ 4.72% |
$40K - $50.2K
|
6.54K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
295+ 1.43% |
$40K - $50.2K
|
21K
$6.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
294+ 3.2% |
$39.9K - $50.1K
|
9.47K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
294+ 2.53% |
$39.9K - $50.1K
|
11.9K
$3.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
293New |
$39.8K - $49.9K
|
293
$84.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
290New |
$39.4K - $49.4K
|
290
$83.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
288+ 13.09% |
$39.1K - $49K
|
2.49K
$718K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
288+ 0.02% |
$39.1K - $49K
|
1.26M
$364M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
287+ 2.8% |
$38.9K - $48.9K
|
10.5K
$3.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
286+ 7.9% |
$38.8K - $48.7K
|
3.91K
$1.13M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
284+ 0.63% |
$38.5K - $48.4K
|
45.2K
$13M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
282+ 16.59% |
$38.3K - $48K
|
1.98K
$572K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
281+ 1.63% |
$38.1K - $47.9K
|
17.5K
$5.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
280+ 1.64% |
$38K - $47.7K
|
17.3K
$5M
|